Aloma Shim and Manufacturing

Portfolios Funds Ratings Plan Information

Send me updates

Share this plan

PLAN FUNDS

help

Plan Funds

This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.

The table shows all the available investment options in the plan.

[Edit Plan Information]

Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
John Hancock Funds Retirement Living through 2030 Portfolio Class A	JLFAX	C	U.S. All Cap	11	0.58%
John Hancock Funds Lifestyle Growth Portfolio Class A	JALGX	B	U.S. All Cap	12	0.52%
John Hancock Funds Retirement Living through 2035 Portfolio Class A	JLHAX	C	U.S. All Cap	12	0.58%
John Hancock Funds Retirement Living through 2045 Portfolio Class A	JLJAX	C	U.S. All Cap	14	0.59%
John Hancock Funds Retirement Living through 2050 Portfolio Class A	JLKAX	C	U.S. All Cap	14	0.61%
John Hancock Funds Lifestyle Aggressive Portfolio Class A	JALAX	C	U.S. All Cap	15	0.52%
John Hancock Fundamental Large Cap Core Fund Class A	TAGRX	B	U.S. All Cap	17	1.1%
John Hancock Funds Fundamental All Cap Core Fund Class A	JFCAX	A	U.S. All Cap	17	1.3%
John Hancock Funds Lifestyle Conservative Portfolio Class A	JALRX	B	U.S. All Cap	4	0.52%
John Hancock Funds Alternative Asset Allocation Fund Class A	JAAAX	B	U.S. All Cap	4	0.65%
John Hancock Funds Alternative Asset Allocation Fund Class I	JAAIX	B	U.S. All Cap	4	0.28%
John Hancock Funds Retirement Living through 2010 Portfolio Class R6	JLAIX	B	U.S. All Cap	6	0.09%
John Hancock Funds Retirement Living through 2010 Portfolio Class A	JLAAX	B	U.S. All Cap	6	0.59%
John Hancock Funds Lifestyle Moderate Portfolio Class A	JALMX	B	U.S. All Cap	6	0.52%
John Hancock Funds Retirement Living through 2015 Portfolio Class A	JLBAX	B	U.S. All Cap	7	0.59%
John Hancock Funds Retirement Living through 2020 Portfolio Class A	JLDAX	C	U.S. All Cap	8	0.58%
John Hancock Balanced Fund Class A	SVBAX	B-	U.S. Mega Cap	9	1.14%
John Hancock Funds Lifestyle Balanced Portfolio Class A	JALBX	B	U.S. All Cap	9	0.51%
John Hancock Funds Retirement Living through 2025 Portfolio Class A	JLEAX	C	U.S. All Cap	10	0.58%
U.S. Equities - Growth
John Hancock U.S. Global Leaders Growth Fund Class A	USGLX	B--	U.S. All Cap - Growth	17	1.23%
John Hancock Funds Strategic Growth Fund Class A	JSGAX	F--	U.S. All Cap - Growth	20	1.3%
U.S. Equities - Value
John Hancock Global Shareholder Yield Fund Class A	JGYAX	C++	U.S. Mega Cap - Value	13	1.34%
John Hancock Funds Disciplined Value Fund Class A	JVLAX	C++	U.S. All Cap - Value	17	1.11%
John Hancock Financial Industries Fund Class A	FIDAX	D++	U.S. All Cap - Value	19	1.35%
John Hancock Funds Disciplined Value Mid Cap Fund Class A	JVMAX	D++	U.S. Mid Cap - Value	20	1.17%
John Hancock II Small Cap Value Fund Class A	JSCAX	C++	U.S. Small Cap - Value	23	1.26%
John Hancock Classic Value Fund Class A	PZFVX	D++	U.S. Mid Cap - Value	26	1.25%
John Hancock Regional Bank Fund Class A	FRBAX	F++	U.S. Small Cap - Value	35	1.32%
John Hancock Funds Global Absolute Return Strategies Fund Class A	JHAAX	B++	U.S. Mega Cap - Value	6	1.8%
Specialty
John Hancock Funds Absolute Return Currency Fund Class A	JCUAX	C--	Gold	6	1.54%
Global & Intl. Equity
John Hancock International Small Company Fund Class A	JISAX	C++	International Small Cap	14	1.63%
John Hancock Funds Emerging Markets Fund Class A	JEVAX	A	Emerging Markets	15	1.66%
John Hancock Funds International Growth Fund Class A	GOIGX	B	Emerging Markets	16	1.55%
Bonds
John Hancock Money Market Fund Class A	JHMXX	C	U.S. Cash / Money Market	0	0%
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
John Hancock Tax-Free Bond Fund Class A	TAMBX	B+	Bond - U.S. Municipals	2	0.84%
John Hancock California Tax-Free Income Fund Class A	TACAX	C+	Bond - U.S. Municipals	2	0.86%
John Hancock Funds Floating Rate Income Fund Class A	JFIAX	A++	Bond - U.S. High Yield	2	1.19%
John Hancock Funds Short Duration Credit Opportunities Fund Class A	JMBAX	C++	Bond - U.S. High Yield	2	1.21%
John Hancock High Yield Municipal Bond Fund Class A	JHTFX	A+	Bond - U.S. Municipals	2	0.91%
John Hancock Income Fund Class A	JHFIX	D++	Bond - U.S. High Yield	3	0.86%
John Hancock Investment Grade Bond Fund Class A	TAUSX	B-	Bond - Multi Sector	3	0.92%
John Hancock Bond Fund Class A	JHNBX	B-	Bond - Multi Sector	3	0.92%
John Hancock Funds Strategic Income Opportunities Fund Class A	JIPAX	C++	Bond - U.S. High Yield	3	1.17%
John Hancock II High Yield Fund Class 1	JIHDX	B++	Bond - U.S. High Yield	3	0.76%
John Hancock Government Income Fund Class A	JHGIX	C--	U.S. Treasury - Intermediate / Long	3	0.98%
John Hancock Focused High Yield Fund Class A	JHHBX	B++	Bond - U.S. High Yield	4	0.97%
John Hancock Funds Emerging Markets Debt Fund Class A	JMKAX	B+	Bond - Emerging Market	5	1.35%
Other
John Hancock Massachusetts Tax Free Income Fund Class A	JHMAX		Other	0	0.88%
JHancock New York Tax-Free Income A	JHNYX		Other	0	0.97%
John Hancock Sovereign Investors Fund Class A	SOVIX		Other	0	1.19%
John Hancock International Allocation Portfolio Class A	JAIAX		Other	0	0.63%
John Hancock Greater China Opportunities Fund Class A	JCOAX		Other	0	1.74%
John Hancock International Core Fund Class A	GIDEX		Other	0	1.46%
JHancock Small Cap Equity A	SPVAX		Other	0	1.26%
JHancock Select Growth A	RGROX		Other	0	1.19%
John Hancock Global Opportunities Fund Class A	JGPAX		Other	0	1.49%
John Hancock Small Cap Intrinsic Value Fund Class A	JHIAX		Other	0	1.51%
JHFunds2 Strategic Bond NAV	JHSBX		Other	0	0.73%
John Hancock Small Company Fund Class A	JCSAX		Other	0	1.47%
John Hancock Funds Fundamental Large Cap Value Fund Class A	JFVAX		Other	0	1.3%
John Hancock Funds Technical Opportunities Fund Class A	JTCAX		Other	0	1.78%
JHancock Fundamental Large Cap Core A	JFLAX		Other	0	1.3%
John Hancock Funds U.S. Growth Fund Class A	JHUAX		Other	0	1.33%
John Hancock Funds Global Income Fund Class A	JYGAX		Other	0	1.34%
John Hancock Funds Core High Yield Fund Class A	JYIAX		Other	0	1.15%
JHancock2 International Growth Eq A	JTIGX		Other	0	1.35%

Following Plans

Following a plan allows you to:

Access the plan directly from your profile page
Receive e-mail alerts when the plan is rebalanced, or changed
Make modifications and contribute to the plan information